slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 69,601-69,630
Pages 2,643
Rows per page 30
Component
69,601-69,630 of 79,264
55
Uses red boxes to highlight specific data points in tables to draw the reader's eye to the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses color-coded cells (red for negative trends, yellow for headcount/capacity increases) to visually emphasize the divergence between operational metrics and financial results.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses a red flag icon to signal a warning/red flag.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a comparison table to frame Saputo's capital allocation as insufficient relative to industry peers.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
Uses a 'ceo-quote-contradiction' framework to highlight management's downplaying of private label importance despite market trends.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Includes a bar chart of market share and a pro forma sales table.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses visual evidence (photos of product labels and price tags) to support the thesis of overpricing.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses red callout boxes and arrows to emphasize negative trends and disclosure changes.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
Uses a red flag icon to highlight the contradiction between performance and management assumptions.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses a chronological sequence of quotes to demonstrate a failure to meet stated production targets.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The table highlights a lack of disclosure in Canadian filings compared to Australian filings for the same entity.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a comparison table to expose a potential accounting or operational discrepancy regarding inventory turnover.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
The slide uses a screenshot of a financial note to prove a discrepancy in accounting disclosure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
109
Saputo Inc. (TSX:SAP)Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
110
Uses a 'derived' methodology to back-calculate Argentina performance from International segment data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
The slide presents four distinct tables comparing financial data for La Serenisima, Grupo LaLa, Gloria Leche, and Fonterra's Chile business.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
The slide uses a bar chart to contrast a single company's performance against a peer group average.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
The slide contrasts the stable Chilean economy with the distressed Argentine economy to frame the valuation benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
Uses a 'Saputo Claim' vs 'Spruce Point Challenge' comparison structure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
Uses excerpts from financial statements of Saputo Europe and Saputo Australia to expose lack of transparency and low R&D spend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
123
The slide uses a quote from the company's annual report to contrast with the quantitative finding of low R&D investment.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
130
Uses a table to show the progression of budget overruns leading to a project pause.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
131
The slide uses a two-column layout to contrast the 'before' (capital efficiency) and 'after' (Adjusted EPS) states of compensation policy.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
133
The slide uses a red border to highlight the 2022 fiscal year and a red arrow to emphasize the trend of increasing costs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
134
The slide uses a comparison of two tables from different annual reports to show how the company changed its reporting methodology without clear disclosure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
136
The slide uses red brackets to group violations by year, emphasizing the frequency of incidents.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
143
The slide highlights a specific discrepancy in debt reporting that impacts the calculated Enterprise Value.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
144
The slide uses a table to list analyst ratings and a pie chart to visualize the recommendation mix, emphasizing the lack of skepticism among major Canadian banks.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
145
The table includes a 'Spruce Point Adjusted' row for Saputo, highlighting the firm's bearish view on the company's valuation relative to peers.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
146
The slide uses a combination of a regulatory filing table and a stock price chart to imply opportunistic selling by an insider.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit